飞科嗒喋
2020-11-23
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@小虎周报：
港股周策略：恒指继续受限于中期压力，风格开启轮动
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2020-11-23
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</p></body></html>","text":"[思考]","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/399691753","repostId":399841621,"repostType":1,"repost":{"magic":2,"id":399841621,"tweetId":"399841621","gmtCreate":1606108030660,"gmtModify":1703840875949,"author":{"id":36979109942400,"idStr":"36979109942400","authorId":36979109942400,"authorIdStr":"36979109942400","name":"小虎周报","avatar":"https://static.laohu8.com/f7b172cf773c77a3f0df67695c126b51","vip":4,"userType":4,"introduction":"老虎股票官方帐号","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":564888,"starInvestorFlag":false},"themes":[{"themeId":"2782f14fb4044387bb6c40e93b4eca31","categoryId":"ab3d937a5fd848c08008411a9be702b5","name":"老虎官方出品","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":2782f14fb4044387bb6c40e93b4eca31}&rnconfig={\"headerBarHidden\": 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<p>资金偏好仍然锁定金融、科技、消费。陆港通流入居前的主要有，隆<a href=\"https://laohu8.com/S/601012\">$隆基股份(601012)$</a> 、<a href=\"https://laohu8.com/S/02318\">$中国平安(02318)$</a> 、<a href=\"https://laohu8.com/S/601166\">$兴业银行(601166)$</a> ；港股通主要有<a href=\"https://laohu8.com/S/00700\">$腾讯控股(00700)$</a> 、<a href=\"https://laohu8.com/S/CHL\">$中国移动(CHL)$</a> 、<a href=\"https://laohu8.com/S/00175\">$吉利汽车(00175)$</a> 。<img src=\"https://static.tigerbbs.com/dc5eb85dc569fa6dbe9a53a4e17d965d\" tg-width=\"1397\" tg-height=\"807\"><img src=\"https://static.tigerbbs.com/b75722ff94602cef69bee7122d9bc5bf\" tg-width=\"1359\" tg-height=\"812\"></p></body></html>","htmlText":"<html><head></head><body><p><b>一、恒指继续受限于中期压力，市场风格开启轮动</b></p> <p>未来几周，港股市场指数级表现可能都要受限于26500附近的中长期压力。不过往前看，从基数和趋势上考虑，国内多重经济指标复苏、欧美宽松的确定性、中国资产配置吸引力提升，均加大了<a href=\"https://laohu8.com/S/HSI\">$恒生指数(HSI)$</a> 突围的可能，<b>时间上我们认为更有可能在Q4末或Q1实现</b>（接下来包括消费、M2、社融在内的经济指标将在明年迎来峰值，我们认为金融股中期行情具备持续性）。</p> <p>一旦突围，意味着港股将终结两年来的下行通道，迎来真正的蜜月期。风格上，建议继续关注近期回暖的汽车板块、食品饮料。</p> <p> 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